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Crumly & Associates’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Crumly & Associates’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,016
Closed -$616K – 165
2025
Q1 		$616K Sell
21,016
-162,251
-89% -$4.86M 0.17% 82
2024
Q4 		$5.29M Sell
183,267
-944
-0.5% -$30.4K 1.44% 22
2024
Q3 		$6.19M Buy
184,211
+46,698
+34% +$1.6M 1.71% 20
2024
Q2 		$4.58M Buy
137,513
+9,686
+8% +$313K 1.32% 25
2024
Q1 		$4.37M Buy
+127,827
New +$4.16M 1.15% 29

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Crumly & Associates's HRTS Position: Q2 2025 in Review

Crumly & Associates sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2025, closing a stake of 21,016 shares — an estimated $616K sold.

Crumly & Associates first reported a position in HRTS in Q1 2024 and held it in 5 quarters. The position peaked at $6.19M in Q3 2024. 20 funds tracked by Wall St. Rank hold HRTS as of Q2 2025.

  • Crumly & Associates reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q2 2025 after selling out during the quarter.
  • Crumly & Associates sold 21,016 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2025, an estimated $616K.
  • Crumly & Associates first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and held it in 5 quarters.
  • Crumly & Associates's Tema ETF Trust Tema Heart & Health ETF position peaked at $6.19M in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.